Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

275 South 5th #140, Pocatello, ID, 83201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is an employee and director/partner at Rockwood Stone Wealth Management, LLC, a securities business. This takes Kevin a full-time commitment.

Employment History
Current Registrations
American Independent Securities Group, LLC
February 2025 - Present · 1 yr
American Independent Securities Group, LLCBroker
September 2024 - Present · 1 yr 5 mos
State Registrations17 states
AKAZCACOFLIDKYMTNCNDNENVORTXUTWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.